Florida Estate, Tax, Trust, and Retirement Planning


Not the service you are looking for?

Use this menu to find other eldercare services and providers in Florida.

Florida Estate, Tax, Trust, & Retirement Planning Services

Alachua FL - Florida tax planning and trusts -- Marvin W Bingham Jr PA, Alachua County      Click to request assistance
Boca Raton FL - Florida trust asset management -- Shiner & Sosin PA, Palm Beach County      Click to request assistance
Boca Raton FL - Florida charitable remainder trusts -- Russ E Robbins , Palm Beach County      Click to request assistance
Boca Raton FL - Florida living wills and medical directives -- Law Offices Of Corey Leifer, Palm Beach County      Click to request assistance
Bradenton FL - Florida estate taxes, income taxes and capital gains -- James D Carter Jr, Manatee County      Click to request assistance
Bradenton FL - Florida end of life bereavement -- Carlson & Meissner, Manatee County      Click to request assistance
Cape Coral FL - Florida tax planning and trusts -- Ristau LawFirm, Lee County      Click to request assistance
Clearwater FL - Florida trust asset management -- Carlson & Meissner, Pinellas County      Click to request assistance
Clearwater FL - Florida charitable remainder trusts -- Dean G Tsourakis Attorney At Law, Pinellas County      Click to request assistance
Clearwater FL - Florida living wills and medical directives -- Abrahamson Uiterwyk & Barnes, Pinellas County      Click to request assistance
Clermont FL - Florida estate taxes, income taxes and capital gains -- Cummins & Nailos PA, Lake County      Click to request assistance
Cocoa Beach FL - Florida end of life bereavement -- Burton J Green Attorney At Law, Brevard County      Click to request assistance
Coconut Creek FL - Florida tax planning and trusts -- Martin Zevin PA, Broward County      Click to request assistance
Cooper City FL - Florida trust asset management -- Gibson And Gibson PA, Broward County      Click to request assistance
Coral Springs FL - Florida charitable remainder trusts -- Cindy A Goldstein PA, Broward County      Click to request assistance
Crystal River FL - Florida living wills and medical directives -- Gay & Ehrhardt PA, Citrus County      Click to request assistance
Dade City FL - Florida estate taxes, income taxes and capital gains -- Kelly Law Group, Pasco County      Click to request assistance
Davie FL - Florida end of life bereavement -- Gibson & Gibson PA, Broward County      Click to request assistance
Davie FL - Florida tax planning and trusts -- Law Offices Of Detata & Harshman PA, Broward County      Click to request assistance
Daytona Beach FL - Florida trust asset management -- Richard D Zasada LLC, Volusia County      Click to request assistance
Daytona Beach FL - Florida charitable remainder trusts -- The Law Office Of Jeffrey A. Klein PA, Volusia County      Click to request assistance
Daytona Beach FL - Florida living wills and medical directives -- Law Offices Of Keith Warnock, Volusia County      Click to request assistance
Daytona Beach FL - Florida estate taxes, income taxes and capital gains -- Sands White Sands P A, Volusia County      Click to request assistance
Destin FL - Florida end of life bereavement -- William T Shaffer Law Group, Okaloosa County      Click to request assistance
Fort Lauderdale FL - Florida tax planning and trusts -- FoundationFor End Of Life Care, Broward County      Click to request assistance
Fort Lauderdale FL - Florida trust asset management -- Dell & Schaefer, Broward County      Click to request assistance
Fort Lauderdale FL - Florida charitable remainder trusts -- John M. Weinberg PA, Broward County      Click to request assistance
Fort Lauderdale FL - Florida living wills and medical directives -- Alamo & O'Toole Attorneys At Law, Broward County      Click to request assistance
Fort Lauderdale FL - Florida estate taxes, income taxes and capital gains -- Ostrow & Associates, Broward County      Click to request assistance
Fort Lauderdale FL - Florida tax planning and trusts -- Feingold & Posner P.A., Broward County      Click to request assistance
Fort Myers FL - Florida trust asset management -- The Brook LawFirm PA, Lee County      Click to request assistance
Fort Myers FL - Florida charitable remainder trusts -- Jose Luis Calvo, Lee County      Click to request assistance
Fort Myers FL - Florida living wills and medical directives -- Andrew S Epstein, Lee County      Click to request assistance
Fort Walton Beach FL - Florida estate taxes, income taxes and capital gains -- Tracy O Strom PA, Okaloosa County      Click to request assistance
Fort Walton Beach FL - Florida end of life bereavement -- Browning LawFirm PA, Okaloosa County      Click to request assistance
Ft Myers FL - Florida tax planning and trusts -- Chad Motes Attorney At Law, Lee County      Click to request assistance
Ft. Lauderdale FL - Florida trust asset management -- Teresa Williams Attorney At Law, Broward County      Click to request assistance
Ft. Lauderdale FL - Florida charitable remainder trusts -- Leah H Mayersohn PA, Broward County      Click to request assistance
Ft. Lauderdale FL - Florida living wills and medical directives -- Jones Patric Attorneys At Law, Broward County      Click to request assistance
Gainesville FL - Florida estate taxes, income taxes and capital gains -- Emory Springfield, Alachua County      Click to request assistance
Gainesville FL - Florida end of life bereavement -- DeThomasis & Buchanan PA Attorneys At Law, Alachua County      Click to request assistance
Green Cove Springs FL - Florida tax planning and trusts -- James Davie II Attorney At Law, Clay County      Click to request assistance
Holiday FL - Florida trust asset management -- Wendi L Hall Gonzales PA, Pasco County      Click to request assistance
Homestead FL - Florida charitable remainder trusts -- Advice Creative Group, Miami-Dade County      Click to request assistance
Jacksonville FL - Florida living wills and medical directives -- Life Sera, Duval      Click to request assistance
Key West FL - Florida estate taxes, income taxes and capital gains -- Wayne Kruer, Monroe County      Click to request assistance
Kissimmee FL - Florida end of life bereavement -- Life Academy, Osceola      Click to request assistance
Lake City FL - Florida tax planning and trusts -- Duane E Thomas Attorney at Law, Columbia County      Click to request assistance
Lakeland FL - Florida trust asset management -- Law Offices Of Robert B Peddy Jr, Polk County      Click to request assistance
Lakeland FL - Florida charitable remainder trusts -- Edward A Jacobson PA, Polk County      Click to request assistance
Largo FL - Florida living wills and medical directives -- DaFonte Hillard & Rogers, Pinellas County      Click to request assistance
Longwood FL - Florida estate taxes, income taxes and capital gains -- Life Care Home Health, Seminole County      Click to request assistance
Melbourne FL - Florida end of life bereavement -- Hayworth Chaney & Thomas PA, Brevard County      Click to request assistance
Miami FL - Florida tax planning and trusts -- LifeFinancial Services Corp., Miami-Dade County      Click to request assistance
Miami FL - Florida trust asset management -- Life Intl Trading, Miami-Dade County      Click to request assistance
Miami FL - Florida charitable remainder trusts -- FoundationFor End Of Life Care, Miami-Dade County      Click to request assistance
Miami FL - Florida living wills and medical directives -- Advice Creative Group, Miami-Dade County      Click to request assistance
Miami FL - Florida estate taxes, income taxes and capital gains -- David Dreszer Attorney At Law, Miami-Dade County      Click to request assistance
Miami FL - Florida tax planning and trusts -- The CochranFirm, Miami-Dade County      Click to request assistance
Naples FL - Florida trust asset management -- Mark E. Nichols, Collier County      Click to request assistance
Naples FL - Florida charitable remainder trusts -- Porter Wright Morris & Arthur LLP, Collier County      Click to request assistance
New Port Richey FL - Florida living wills and medical directives -- Joseph A. Porcelli P.A., Pasco County      Click to request assistance
New Port Richey FL - Florida estate taxes, income taxes and capital gains -- Gay & Ehrhardt P.A., Pasco County      Click to request assistance
New Port Richey FL - Florida end of life bereavement -- Rooth LawFirm, Pasco County      Click to request assistance
New Port Richey FL - Florida tax planning and trusts -- Attridge Lucas Green Jefferis Magee & Magazine, Pasco County      Click to request assistance
North Palm Beach FL - Florida trust asset management -- Life Care Home Health, Palm Beach County      Click to request assistance
North Palm Beach FL - Florida charitable remainder trusts -- Michael H Stauder PA, Palm Beach County      Click to request assistance
North Palm Beach FL - Florida living wills and medical directives -- Doane + Doane, Palm Beach County      Click to request assistance
Ocala FL - Florida estate taxes, income taxes and capital gains -- Law Offices Of Stephen K. Miller, P.A., Marion County      Click to request assistance
Orange Park FL - Florida end of life bereavement -- CatherineFaughnan PA, Clay County      Click to request assistance
Palatka FL - Florida tax planning and trusts -- Law Offices Of Stephen K. Miller, P.A., Putnam County      Click to request assistance
Palm Beach Gardens FL - Florida trust asset management -- Olea & Porcella P.A., Palm Beach County      Click to request assistance
Pembroke Pines FL - Florida charitable remainder trusts -- Mary Jo Rivero P.A., Broward County      Click to request assistance
Pensacola FL - Florida living wills and medical directives -- Meador & Vigodsky, Escambia County      Click to request assistance
Pinellas Park FL - Florida estate taxes, income taxes and capital gains -- Saunders & Walker PA, Pinellas County      Click to request assistance
Pinellas Park FL - Florida end of life bereavement -- Della Costa & Neville PA, Pinellas County      Click to request assistance
Port Richey FL - Florida tax planning and trusts -- Proly Laporte & Mulligan PA, Pasco County      Click to request assistance
Port Saint Lucie FL - Florida trust asset management -- Fetterman & Associates, St. Lucie County      Click to request assistance
Punta Gorda FL - Florida charitable remainder trusts -- Bergermann & Seliger, Charlotte County      Click to request assistance
Royal Palm Beach FL - Florida living wills and medical directives -- Sokoloff & Weinstein PA, Palm Beach County      Click to request assistance
Saint Augustine FL - Florida estate taxes, income taxes and capital gains -- Rob Cook Attorney At Law PA, St. Johns County      Click to request assistance
Saint Cloud FL - Florida end of life bereavement -- End Two End, Osceola County      Click to request assistance
Saint Petersburg FL - Florida tax planning and trusts -- Scott &Fenderson, Pinellas County      Click to request assistance
Saint Petersburg FL - Florida trust asset management -- Robert D Tetreault Atty, Pinellas County      Click to request assistance
Saint Petersburg FL - Florida charitable remainder trusts -- Law Office Of ThomasFrost P.A., Pinellas County      Click to request assistance
Saint Petersburg FL - Florida living wills and medical directives -- Craig Epifanio PA, Pinellas County      Click to request assistance
Saint Petersburg FL - Florida estate taxes, income taxes and capital gains -- Taracks Wetter & Gomez, Pinellas County      Click to request assistance
Saint Petersburg FL - Florida end of life bereavement -- Cox & Associates Attorney At Law, Pinellas County      Click to request assistance
Sarasota FL - Florida tax planning and trusts -- Gino Lombardi ESQ, Sarasota      Click to request assistance
Sarasota FL - Florida trust asset management -- The Parker Law Group PA , Sarasota      Click to request assistance
Sarasota FL - Florida charitable remainder trusts -- Dreyer & Dreyer, Sarasota      Click to request assistance
Sarasota FL - Florida living wills and medical directives -- Melinda Delpech PA, Sarasota      Click to request assistance
Sarasota FL - Florida estate taxes, income taxes and capital gains -- Dan Dannheisser , Sarasota      Click to request assistance
Sarasota FL - Florida end of life bereavement -- Harris Law Group, Sarasota      Click to request assistance
Sarasota FL - Florida tax planning and trusts -- Barbara H Gormley PA, Sarasota      Click to request assistance
Sarasota FL - Florida trust asset management -- Barbara H Gormley PA, Sarasota      Click to request assistance
Sarasota FL - Florida charitable remainder trusts -- Joshua H Rosen Attorney At Law, Sarasota      Click to request assistance
Sarasota FL - Florida living wills and medical directives -- The Law Office OfFaith Z Lodder, Sarasota      Click to request assistance
Seminole FL - Florida estate taxes, income taxes and capital gains -- DeLoach & Hofstra PA, Pinellas County      Click to request assistance
Spring Hill FL - Florida end of life bereavement -- Law Offices Of Timothy M Doud LLC, Hernando      Click to request assistance
St. Augustine FL - Florida tax planning and trusts -- Law Office Of John Galletta, Jr., P.L., St. Johns County      Click to request assistance
St. Augustine FL - Florida trust asset management -- Mark E Parsons, St. Johns County      Click to request assistance
St. Petersburg FL - Florida charitable remainder trusts -- Robert M Geller & Associates, Pinellas County      Click to request assistance
St. Petersburg FL - Florida living wills and medical directives -- Dennis Palso PA, Pinellas County      Click to request assistance
St. Petersburg FL - Florida estate taxes, income taxes and capital gains -- Yanchuck Berman Wadley & Zervos, Pinellas County      Click to request assistance
Stuart FL - Florida end of life bereavement -- George B. Hough, Martin County      Click to request assistance
Stuart FL - Florida tax planning and trusts -- Perlet & Shiner PA, Martin County      Click to request assistance
Sun City Center FL - Florida trust asset management -- Joseph A Porcelli PA, Hillsborough County      Click to request assistance
Sun City Center FL - Florida charitable remainder trusts -- Donald B Linsky & Assoc., P.A., Hillsborough County      Click to request assistance
Tampa FL - Florida living wills and medical directives -- Thurber LawFirm, Hillsborough County      Click to request assistance
Tampa FL - Florida estate taxes, income taxes and capital gains -- Donald A Anderson, Hillsborough County      Click to request assistance
Tampa FL - Florida end of life bereavement -- Thomas & Paulk Attorneys At Law, Hillsborough County      Click to request assistance
Tampa FL - Florida tax planning and trusts -- Shafer Diaz P.A., Hillsborough County      Click to request assistance
Tampa FL - Florida trust asset management -- Robert M Geller, Hillsborough County      Click to request assistance
Tampa FL - Florida charitable remainder trusts -- Melissa Gilkey Mince Attorney At Law, Hillsborough County      Click to request assistance
Tampa FL - Florida living wills and medical directives -- The Wynne Law Group PLLC, Hillsborough County      Click to request assistance
Tampa FL - Florida estate taxes, income taxes and capital gains -- RobinF.Fuson PA, Hillsborough County      Click to request assistance
Tampa FL - Florida end of life bereavement -- Dan Zohar PA, Hillsborough County      Click to request assistance
Tarpon Springs FL - Florida tax planning and trusts -- Life Long Studios, Pinellas      Click to request assistance
Tarpon Springs FL - Florida trust asset management -- Yanchuck, Berman, Wadley & Zervos, Pinellas      Click to request assistance
Titusville FL - Florida charitable remainder trusts -- Roy A. Praver, Brevard County      Click to request assistance
Venice FL - Florida living wills and medical directives -- Michael A Chiantella PA, Sarasota County      Click to request assistance
Vero Beach FL - Florida estate taxes, income taxes and capital gains -- Tracy Masters Attorney, Indian River County      Click to request assistance
Wellington FL - Florida end of life bereavement -- Kathleen A Paparella PA, Palm Beach County      Click to request assistance
West Palm Beach FL - Florida tax planning and trusts -- Law Offices Of Stephen K. Miller P.A., Palm Beach County      Click to request assistance
West Palm Beach FL - Florida trust asset management -- Morgan T. McDonald PA, Palm Beach County      Click to request assistance
West Palm Beach FL - Florida charitable remainder trusts -- Perlet & Shiner PA, Palm Beach County      Click to request assistance
West Palm Beach FL - Florida living wills and medical directives -- Schiller Kessler & Gomez PLC, Palm Beach County      Click to request assistance
Weston FL - Florida estate taxes, income taxes and capital gains -- John R. Sorkin PA & Robin S. Sorkin PA, Broward County      Click to request assistance
Winter Park FL - Florida end of life bereavement -- Julie Kronhaus ~ AEGIS LAW FIRM, P.L., Orange County      Click to request assistance
Zephyrhills FL - Florida tax planning and trusts -- Komninos Law Group LLC, Pasco County      Click to request assistance


Contact an Estate or Retirement Planner

For the convenience of the public, the FlCPC has listed the providers above to show what services may be available in Florida. We cannot verify the business practice nor the background of these providers. As a result, we do not provide their contact information. If you wish to contact a member of our council regarding any of the services listed above, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the council who might be able to help you as well. Read Our Disclaimer.

Name*:
Address:
City*:
State:
Zip:
Email*:
Phone*:
Please enter your questions, requests or comments:
  Please do not submit financial, legal, or sensitive medical information to us.
What is 2 + 2?*:
  We strive to prevent spam. Please answer the question
above to show that this is a legitimate request.
Required = *
  We respect your privacy. Your information will not be
given / sold to any other entity.

Become a Member of the Council

    Join the council 


    List your company's services on this site and become a member of the Florida and National Care Planning Councils.

Book: How to Protect Your Family's Assets from Devastating Nursing Home Costs -- Medicaid Secrets

    How to Protect Your Family's Assets from Devastating Nursing Home Costs -- Medicaid SecretsThis book, written by attorney Gabriel Heiser, is a financial and legal guide to the ins and outs of the only government program that will pay for the long term nursing home care of your family member: MEDICAID.

    Learn more | Purchase | Other books for seniors

About Estate Planning and Trust Management

    A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

    Estate planning from a qualified Florida estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

    Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

    Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

    Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

    Continue reading about estate planning and trust management...